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Building 2CGC FINANCIAL SERVICES

Map pinLAKE OSWEGO, OR
Phone503-670-1958
NotebookSEC #801-78845
Total AUM
$875.8M
Employees
13
Clients
1,151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CENTERPOINTE DR SUITE 550
LAKE OSWEGO
OR 97035
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
503-670-1958

ReceiptFinancials

Total AUM
$875.8M
Accounts
3,103
Discretionary
$856.1M
Accounts
3,079
Non-Discretionary
$19.7M
Accounts
24

ContactClients

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Individual Clients
932
AUM
$388.2M
HNW Individual Clients
208
AUM
$461.2M
Pension/Profit Sharing Plan Clients
1
AUM
$638
Charitable Organization Clients
7
AUM
$25.6M
Corporation or Business Clients
3
AUM
$899.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDLAMNMTNHNVORTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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